Data-Driven Conversions
Elevate Your Financial Performance Metrics
Our machine learning algorithm identifies the products and services that drive growth and revenue. This allows you to target members most likely to buy.
Lift revenue by 24%
Increase Loan Production
Close 27% more loans
Gain More Assets
Expand assets by 21%
Grow Your Deposits
Secure 19% more deposits

Reveal Highest Value Members
Our algorithm uses the data from your core system to create a complete lifetime value metric for every member of your credit union.
- Predict the lifetime value of new members when they join
- Understand the remaining future value for current members
- Discover the 20% of your members driving 80% of your value

Leverage Targeted Marketing Campaigns
With machine-learning and lifetime value, our algorithm recommends “next product” campaigns your team can act on and validate.
- Use your core data to create highly relevant campaigns
- Convert indirect loan accounts to multi-product members
- Increase the share of members utilizing multiple services
Leverage Targeted Marketing Campaigns
With machine-learning and lifetime value, our algorithm recommends “next product” campaigns your team can act on and validate.
- Use your core data to create highly relevant campaigns
- Convert indirect loan accounts to multi-product members
- Increase the share of members utilizing multiple services

”“Most of our indirect members never take another credit union product. This is a big disappointment to us as we thought indirect would lead to higher assets and revenue. The algorithm showed us how to reach those members and get them into additional products.”
Rick SeareChief Marketing & Strategy Officer
Business Increase
126
New Accounts
87
The Difference
Increase Key Performance Metrics between 10-20% over five years.
Schedule A DemoWant to see the impact of not applying our algorithm?
We’ll analyze the past 50 quarters of your call reports and send you a free comparative report.